PlannerFees

Messina Wealth Management, LLC fees and pricing

Financial planner in Dallas, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 22, 2026, Messina Wealth Management, LLC charges $350 an hour, a flat or project fee of $1,500⁠-⁠$10,000, and an annual fee of $750⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“The maximum hourly fee to be charged will not exceed $350.”
Flat or project fee
$1,500⁠-⁠$10,000
“Flat fees range from $1,500 to $10,000.”
Annual fee
$750⁠-⁠$10,000/yr
“Our firm charges an ongoing annual fee of $750-$10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Messina Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Annualized fees are billed quarterly in advance on a pro-rata basis based on the value of the account(s) on the last day of the previous quarter and are deducted from the client's account(s).”
  • “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
  • “The client agrees to pay a one-time initial planning fee equivalent to our flat fee range in addition to an annual fee paid out monthly in advance.”

How Messina Wealth Management, LLC’s fees compare

  • Its hourly rate of $350 is above the Texas median of $275. 69% of the 468 other Texas planners that publish an hourly rate charge less.
  • 34 of the 56 other planners in Dallas that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Texas median of $3,850. 64% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 28 of the 51 other planners in Dallas that publish a flat or project fee charge less.
  • Its annual fee of $750-$10,000 spans the Texas median of $6,000. 45% of the 106 other Texas planners that publish an annual fee charge less.
  • 4 of the 12 other planners in Dallas that publish an annual fee charge less.

About Messina Wealth Management, LLC

“Wealth Management is dedicated to providing individuals and other types of clients with a wide array of investment advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
94
Employees
2
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$72,023,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
332216
Website
messinawealthmanagement.com (opens in new tab)
Phone
(214) 945-0072

Can advise clients in 3 states: California, Florida, Texas

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